Paul Berkman Email & Phone Number
Senior Vice President @ Iron Birch Advisors®
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Paul Berkman Location
- New York, NY, US
Paul Berkman Work
- 2019 -now Senior Vice President @
- 2019 -now Financial Advisor, Senior Vice President at Iron Birch Advisors @
- 2008 -2019 Financial Consultant @
- 2006 -2008 Sr Vice President, Convertible Securities Analyst @
- 1992 -2005 Hedge Fund Owner and Manager @ Paul Berkman & Company
- 1983 -1992 Manager of Convertible Hedge trading @ Princeton/Newport Partners
- 1981 -1983 Convertible Securities analyst @ Oppenheimer & Co.
- 1979 -1981 Vice President, Senior Analyst @
- 1972 -1979 Executive Editor @ Value Line Convertible Survey
Paul Berkman Education
- Columbia College (NY)
BA (Economics, Math, Physics)
- Martin Van Buren High School
- PS 109
Paul Berkman Skills
- Estate Planning
- Financial Strategy
- Business Succession
- Team Building
- Insurance Strategies
- Business Succession Strategies
- Insurance
- Retirement Planning
- Investment Services
- Insurance Services
- Business Development
- Finance
- Wealth Preservation
- Strategy
- Financial Services
- Wealth Management
- Life Insurance
- Risk Management
- Microsoft Excel
- Customer Service
- Wealth Preservation Strategies
- Management
- Tax Efficient Strategies
- Security
- Estate Planning Strategies
Paul Berkman Summary
- Paul Berkman, based in New York, NY, US, is currently a Senior Vice President at Iron Birch Advisors®. Paul Berkman brings experience from previous roles at Ameriprise Financial Services, LLC, AXA Advisors, LLC, J Giordano Securities Group and Paul Berkman & Company. Paul Berkman holds a BA in Economics, Math, Physics @ Columbia College (NY). With a robust skill set that includes Estate Planning, Financial Strategy, Business Succession, Team Building, Insurance Strategies and more. Paul Berkman has 1 mobile phone numbers on RocketReach.
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